Account Specialist II

About TrueNorth Companies:

Our clients face great risk and big opportunities. They seek leadership integrity and real results. For twenty years TrueNorth has met our clients needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management employee benefits and personal financial strategies creates a multifaceted approach to address todays ever-changing complexities. Come join our amazing team!

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees including:

• Annual Bonus
• Medical Dental Vision Life and Disability Insurance
• 401(k) with Company Contributions
• Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance plus 11 paid holidays
• Paid Volunteer Time Off and Donation Match Program
• Tuition reimbursement and paid certifications licenses designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid Work Schedule
• $3000 Referral Bonus

Please be advised this position may close on or after 04/15/2026 without advance notice should we receive a sufficient number of qualified applications.

In compliance with Colorados Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation or a range thereof for roles that will be or could be performed in Colorado.Colorado Hiring Range: This position is a non-exempt role with a compensation of $22.00 - $24.00 per hour with a potential bonus of 6%. The pay will vary depending on your location skills and experience.

Essential Job Functions:

• Manage administrative and data-driven tasks to support the Large Commercial team including processing endorsements audits and renewals issuing certificates and Auto ID cards and invoicing premiums and dividends.
• Assist with setting up client portals preparing proposals handling binding summaries and completing various data entry projects.
• Answer phones professionally maintain a positive attitude and provide high-quality client service even in challenging interactions.
• Update client management systems process applications and changes and send proof of insurance to relevant parties.
• Follow up on incomplete applications and change forms to ensure timely completion.
• Manage special projects and meet deadlines while maintaining confidentiality of client and company information.
• Continuously expand industry knowledge through training continuing education and professional designations.
• Build and maintain strong relationships with clients both internal and external.
• Attend client and market meetings planning workshops and stewardship meetings as needed.
• Organize time effectively to meet project renewal and service deadlines while demonstrating initiative in assuming new responsibilities.

Credentials:

• High School diploma or GED required two or four-year degree preferred
• Experience in the insurance industry is preferred
• One year of customer service experience is preferred
• Experience with Microsoft Office including Word Excel Outlook and basic PowerPoint functions
• Ability to obtain license within 30 days of employment

Skills:

• Strong articulation and professionalism in communication.
• Effective collaboration and flexibility in teamwork.
• Consistency and reliability in delivering high-quality work.
• Detail-oriented with excellent organization and time management skills.
• Ability to focus and self-motivate while multi-tasking.
• Demonstrates a strong work ethic in all responsibilities.

Why TrueNorth

We are a company focused on developing our people and growing the business. We offer a competitive benefit package wellbeing programs and incentives and a positive work culture.

Click here to view a video about TrueNorths Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of qualifications merit and business need and does not discriminate against any applicant on the basis of race color creed sex sexual orientation gender identity or expression age religion national origin citizenship status disability ancestry marital status veteran status medical condition or any other category protected local state or federal laws.

Apply today!